SCOPE WORKSHEET

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A private, browser-saved worksheet for up to three proposals. No automatic firm ratings or invented pricing.

Engagement detail	Firm 1 name	Firm 2 name	Firm 3 name
Responsible professional and credentials	Responsible professional and credentials, firm 1	Responsible professional and credentials, firm 2	Responsible professional and credentials, firm 3
Included entities and tax years	Included entities and tax years, firm 1	Included entities and tax years, firm 2	Included entities and tax years, firm 3
Tax return preparation	Tax return preparation, firm 1	Tax return preparation, firm 2	Tax return preparation, firm 3
Written tax plan and projections	Written tax plan and projections, firm 1	Written tax plan and projections, firm 2	Written tax plan and projections, firm 3
Implementation responsibilities	Implementation responsibilities, firm 1	Implementation responsibilities, firm 2	Implementation responsibilities, firm 3
Review frequency and meeting access	Review frequency and meeting access, firm 1	Review frequency and meeting access, firm 2	Review frequency and meeting access, firm 3
Response expectations	Response expectations, firm 1	Response expectations, firm 2	Response expectations, firm 3
State and local coverage	State and local coverage, firm 1	State and local coverage, firm 2	State and local coverage, firm 3
Coordination with existing preparer	Coordination with existing preparer, firm 1	Coordination with existing preparer, firm 2	Coordination with existing preparer, firm 3
Fees, renewals, and exclusions	Fees, renewals, and exclusions, firm 1	Fees, renewals, and exclusions, firm 2	Fees, renewals, and exclusions, firm 3
Record security and access	Record security and access, firm 1	Record security and access, firm 2	Record security and access, firm 3
Termination and transition support	Termination and transition support, firm 1	Termination and transition support, firm 2	Termination and transition support, firm 3

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